Invesco True Balance A
GTU0109AU
Invesco True Balance A GTU0109AU Strategy
The Fund aims to achieve a positive total return in all market conditions over a rolling 3 year period. The Fund targets a gross return of 5% p.a. above 3 month EURIBOR (or an equivalent reference rate) and aims to achieve this with less than half the volatility of global equities, over the same rolling 3 year period. There is no guarantee that the Fund will achieve a positive return or its volatility target. The Fund seeks to achieve its objective by combining a number of individual investment ideas in a risk-managed portfolio.
The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.
Funds News & Analysis
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Listed Investment Companies monthly performance: January 2025
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Hyperion Asset Management named Fund Manager of the Year
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Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 7,966.60 | 136.80 | -1.69% |
| CAC 40 | 7,938.21 | 50.75 | -0.64% |
| DAX 40 | 22,567.14 | 109.27 | -0.48% |
| Dow JONES (US) | 40,841.38 | 509.55 | -1.23% |
| FTSE 100 | 8,542.56 | 46.57 | 0.55% |
| HKSE | 23,462.65 | 319.49 | -1.34% |
| NASDAQ | 17,332.59 | 315.86 | -1.79% |
| Nikkei 225 | 36,790.03 | 3.08 | -0.01% |
| NZX 50 Index | 12,209.05 | 201.92 | -1.63% |
| S&P 500 | 5,525.79 | 73.51 | -1.31% |
| S&P/ASX 200 | 7,749.10 | 141.00 | -1.79% |
| SSE Composite Index | 3,358.73 | 13.20 | -0.39% |